The Ideas Exchange by ASX
Listen to our regular podcast series providing a fresh view of investing opportunities and strategies, plus monthly market wraps.
Tune into our regular podcast series, The Ideas Exchange, featuring monthly market updates, and interviews with a range of industry insiders and investment experts.
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After a boom during the Covid-19 pandemic, the tech sector has seen a significant slowdown due to high inflation, elevated interest rates and global economic uncertainty resulting in reduced consumer spending, job cuts and tech spending. However, 2024 is shaping up to be the year of AI, with it proving to be one of the hottest trends driving global markets.
In this episode Jacinta King and Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity, discuss Generative AI and what it means for the beneficiaries of this technology. They unpack the investment opportunities that are arising from the key players in the AI ecosystem as well as the AI infused opportunities beyond tech, plus they review the risks investors need to consider as part of their exposure to this trend.
Listening time: 36:56 | Read transcript
About our guest
Elfreda Jonker is a seasoned financial market professional with over 23 years of international experience. Her career spans diverse sectors including asset management, stockbroking, project management, and auditing across prominent multinational institutions and principal-owned enterprises. Specialising in equities, Elfreda possesses a profound understanding of both Australian and global equity markets, complemented by a keen awareness of overarching global macro trends and cross-asset perspectives.
About our host
Jacinta King is Business Development Manager, Investment Products at the Australian Securities Exchange (ASX). Her focus is on developing the ASX investment products business by engaging brokers, financial planners, and retail investors through quality educational content, events, and meetings. Jacinta is also responsible for supporting the growth in the number of issuers and products available on ASX.
ASX's Graham O'Brien looks at the key events that have impacted markets during April 2024.
He also looks at the top-performing stocks and sectors over the past month, as well as those that have not performed as well. Listen now for a review of the month that was.
Listening time: 3:34
About our hosts
Graham O’Brien is a leader in the finance industry with over 20 years' experience in equity and derivative markets. In his current role at ASX, he leads a team that innovates on products and services to drive the Australian market forward and bring financial success to clients and companies.
He is passionate about making investment knowledge accessible by demystifying market jargon and creating an understanding of markets and the forces that drive them. He does many expert presentations for ASX for a range of audiences – from those investing for the first time to experienced investors, and investment professionals.
Listen to previous episodes or browse through the full playlist for more from The Ideas Exchange.
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